Qualifications


Education:

  • B.S., West Virginia University, First In Class
  • Numerous Financial Planning, Insurance and Investment Professional Courses

 

 

  • CERTIFIED FINANCIAL PLANNERTM Professional
  • Past Chairperson and President, Minnesota Society Institute of Certified Financial Planners
  • Served for four years as Chairman, Special Interest Group- Asset Allocation, Financial Professional Association
  • 5 time "Branch of the Year" award with his firm
  • 1st "Lifetime Acheiver" award for his firm
  • Over 30 Years of Personal Financial Planning Experience
  • Taught Continuing Education Instructor For CPA’s and Other Professionals
  • Conducted Frequent Investor Workshops on a Variety of Financial Subjects
  • Past Participant in Star Tribune and St. Paul Pioneer Press articles
  • Past appearances on local radio financial planning programs

 

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